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Contents
Epson ScanSmart User's Guide................................................................................................................. 5
Scanning a Document in Epson ScanSmart ............................................................................................. 6
Saving a Scan ...................................................................................................................................... 9
Attaching a Scan to Email .................................................................................................................. 10
Sending a Scan to a Cloud Service .................................................................................................... 11
Printing a Scan ................................................................................................................................... 12
Saving a Scan as a Microsoft Office Format File ................................................................................ 13
Selecting Epson ScanSmart Settings...................................................................................................... 15
Changing the Scanner........................................................................................................................ 15
Changing the Scan Settings............................................................................................................... 17
Changing the File Name Settings....................................................................................................... 19
Changing the Save Settings............................................................................................................... 20
Save Settings ................................................................................................................................ 22
Customizing Action Icons ................................................................................................................... 24
Changing the Scan Application .......................................................................................................... 25
Scanning Using Invoice/Receipt Manager .............................................................................................. 29
Starting a Free Trial............................................................................................................................ 29
Hiding the Invoice/Receipt Manager Trial Icons ............................................................................ 33
Activating Invoice/Receipt Manager ................................................................................................... 34
Scanning Invoices and Receipts and Using Invoice/Receipt Manager............................................... 37
Exporting Invoices or Receipts to QuickBooks Online ................................................................... 41
Exporting Invoices or Receipts to QuickBooks Desktop ................................................................ 42
Saving or Exporting Receipts to Quicken ...................................................................................... 44
Saving Receipt Data as a TurboTax File ....................................................................................... 45
Saving Invoice or Receipt Data as a CSV File ............................................................................... 45
Scanning Invoices or Receipts as an Image File ........................................................................... 45
Selecting Invoice/Receipt Manager Settings .......................................................................................... 47
Exporting or Importing the Invoice/Receipt Database ........................................................................ 47
Changing Column Settings................................................................................................................. 48
Changing Currency and Language Settings....................................................................................... 49
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Importing Categories from QuickBooks or Quicken............................................................................ 51
Solving Epson ScanSmart Problems....................................................................................................... 54
Scanner Button Does Not Start Scanning .......................................................................................... 54
Cannot Send Scans to a Cloud Service ............................................................................................. 54
Scanning Speed is Slow..................................................................................................................... 55
Solving Scanned Image Quality Problems ......................................................................................... 55
Back of Original Image Appears in Scanned Image ...................................................................... 55
Scanned Characters are Blurry ..................................................................................................... 56
Characters are Not Recognized During Conversion to Editable Text (OCR) ................................. 56
Ripple Patterns Appear in an Image .............................................................................................. 57
Streaks Appear in All Scanned Images ......................................................................................... 57
Scanned Image is Cropped ........................................................................................................... 58
Image Consists of a Few Dots Only............................................................................................... 58
Straight Lines in an Image Appear Crooked .................................................................................. 58
Image is Distorted or Blurry ........................................................................................................... 58
Image is Too Dark ......................................................................................................................... 59
Scanned Image Colors Do Not Match Original Colors................................................................... 59
Resetting the Epson Scan 2 Settings ............................................................................................ 60
Solving Invoice/Receipt Manager Problems....................................................................................... 60
Cannot Access an Accounting Service .......................................................................................... 61
Cannot Import Invoice/Receipt Database ...................................................................................... 61
License Key is Disabled................................................................................................................. 61
Trademarks ................................................................................................................................................ 62
Copyright Attribution ................................................................................................................................ 63
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Epson ScanSmart User's Guide
Welcome to the Epson ScanSmart User's Guide.
Note: Depending on your product and software version, certain features may not be available.
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Scanning a Document in Epson ScanSmart
You can scan and review documents in Epson ScanSmart.
Note: The images in this guide show Windows screens. Mac screens may be slightly different.
Note: Receipt Manager is available for select scanner models. Availability varies by country.
1. Load your original into the scanner. See your scanner's User's Guide for instructions.
2. Start the scan by doing one of the following:
• Press the start or scan button on the scanner. Epson ScanSmart automatically opens on
your computer and the scan job begins. (The default is double-sided scanning.)
Note: You can change the scanning button default in the Settings menu.
• Windows (other versions): Click or Start, and select All Programs or Programs. Select
Epson Software > Epson ScanSmart.
• Mac: Open the Applications folder, open the Epson Software folder, and select Epson
ScanSmart.
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You see a screen like this:
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4. You can review, edit, or reorder the scanned images as follows:
• Select Scan to scan more originals.
• Select Delete to delete selected scanned images.
• Select Rotate Right to rotate each scanned image.
• Select Crop to crop the selected image.
• Select Stitch Images to combine two selected images into one image.
• If you scanned double-sided, select On or Off for Include back sides if you want to keep or
discard the back sides of scanned images.
5. When you are finished reviewing the scanned images, click Next.
You see a screen like this:
6. Select an option to save, send, or print the scanned images. See the links below.
Saving a Scan
Attaching a Scan to Email
Sending a Scan to a Cloud Service
Printing a Scan
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Saving a Scan as a Microsoft Office Format File
Related tasks
Customizing Action Icons
Changing the Scan Application
Saving a Scan
You can save a scanned image to your computer in a variety of formats.
1. Make sure your originals are scanned and reviewed. See the link below.
2. In the Select Action window, click Save.
You see a screen like this:
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Attaching a Scan to Email
You can attach a scanned image to an email as a file attachment.
Note: Your email app and account settings should be configured before scanning. You must install a
MAPI-type email program such as Outlook Express, Windows Live Mail, Entourage, or Mac Mail. Web-
based email services such as Gmail are not supported. If you do not have a supported email program,
you see an error message.
1. Make sure your originals are scanned and reviewed. See the link below.
2. In the Select Action window, click Attach to Email.
You see a screen like this:
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Your email program opens with the file attached to a new email.
Parent topic: Scanning a Document in Epson ScanSmart
Note: You may need to allow Epson ScanSmart access to your account. The first time you log in,
you may be prompted to enter an authentication code.
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• If you also want to save a copy of the scanned image to your computer, click the checkbox.
5. Click Send.
Parent topic: Scanning a Document in Epson ScanSmart
Printing a Scan
You can print your scanned image and save the scanned file to your computer.
1. Make sure your originals are scanned and reviewed. See the link below.
2. In the Select Action window, click Print.
You see a screen like this:
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• You can save the scanned image in a variety of formats. If you select Searchable PDF as the File
type setting, you can select the OCR (Optical Character Recognition) language.
• Select the folder on your computer in which to save the file.
4. Click Print.
Parent topic: Scanning a Document in Epson ScanSmart
1. Make sure your originals are scanned and reviewed. See the link below.
2. In the Select Action window, click one of the save to options.
Note: A first-time prompt may appear asking you to download a Microsoft Office plug-in. Click Yes
and follow any on-screen instructions.
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3. Change the settings as follows:
• The document type and scan date for the file name are automatically detected. You can change
them as necessary.
• Select the OCR language (the default is English).
• Select the folder on your computer in which to save the file.
4. Click Save.
Parent topic: Scanning a Document in Epson ScanSmart
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Selecting Epson ScanSmart Settings
After starting Epson ScanSmart, you can change various scanning settings.
Changing the Scanner
Changing the Scan Settings
Changing the File Name Settings
Changing the Save Settings
Customizing Action Icons
Changing the Scan Application
Note: A scanner connected to your computer via USB takes priority over a scanner with a Wi-Fi
connection.
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1. On the main Epson ScanSmart screen, click Change.
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2. Select the scanner you want to use with your computer and click OK.
Parent topic: Selecting Epson ScanSmart Settings
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You see a screen like this:
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Changing the File Name Settings
You can change the default file naming method for your scans.
1. Click the Settings button.
You see a screen like this:
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You see a screen like this:
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You see a screen like this:
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You see a screen like this:
3. Click Options for a file format and change the settings as necessary.
Note: If you want the folder to open after the file is saved, click the checkbox.
4. Click Close.
Save Settings
Parent topic: Selecting Epson ScanSmart Settings
Save Settings
You can change the settings for how scanned images are saved as PDFs or JPEGs.
PDF Options
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Setting Options Description
General Generate PDF/A File Creates a PDF that conforms to
PDF/A-1 standards
Create file with all pages Saves all pages as one file
Compression Level Selects the compression level for color
or grayscale images
Security Open File Password Set a password to open the file
Protect Property Settings Sets a password to protect file
properties and allows for restrictions on
file editing and printing
JPEG Options
TIFF Options
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Setting Options Description
Compression (Windows only) — Specifies the compression format and
level for Color/Grayscale and B&W
images. File size increases with higher
quality.
Embed ICC Profile (Windows — Allows you to add ICC profiles to the
only) image
Note: You can also customize them by clicking the Customize icon on the Select Action screen.
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2. Click the Customize Actions tab.
You see a screen like this:
3. Choose which action icons to display by selecting or deselecting each checkbox. Click the arrow
icons to move the icons up or down in the display order you want.
4. Click Close.
Parent topic: Selecting Epson ScanSmart Settings
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You see a screen like this:
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You see a screen like this, depending on your scanner model:
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3. Select the application you want to use as the default.
Parent topic: Selecting Epson ScanSmart Settings
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Scanning Using Invoice/Receipt Manager
See these sections to activate Invoice/Receipt Manager software and start scanning invoices and
receipts.
Starting a Free Trial
Activating Invoice/Receipt Manager
Scanning Invoices and Receipts and Using Invoice/Receipt Manager
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• Click the Manage Invoices/Receipts trial icon on the Select Action screen.
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2. Select Start Trial.
Note: If you are ready to purchase a license key now, click Purchase License Key. The Epson
product page opens in your web browser. Complete the checkout process and make sure you enter
a valid email address where the license key will be sent to you. When you receive the license key,
click Enter License Key and enter it on the screen that appears, then click Activate. You can also
click the link below for instructions on activating Invoice/Receipt Manager from the Settings menu.
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3. Make sure the scanner and serial number listed match your product and click OK.
4. Invoice/Receipt Manager opens and you can begin using its features.
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When the 30-day trial expires, you can purchase a license key to continue using Invoice/Receipt
Manager features.
Hiding the Invoice/Receipt Manager Trial Icons
Parent topic: Scanning Using Invoice/Receipt Manager
Related tasks
Hiding the Invoice/Receipt Manager Trial Icons
Activating Invoice/Receipt Manager
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You see a screen like this:
3. Click the Display Manage Invoices/Receipts icon toggle button to hide or display the trial icon on
the main Epson ScanSmart screen.
Note: You can also hide or display the trial icon from the Select Action screen on the Customize
Actions tab.
4. Click Close.
Parent topic: Starting a Free Trial
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You see a screen like this:
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You see a screen like this:
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You see a screen like this:
Note: Invoice/Receipt Manager is available for select scanner models. Availability varies by country.
1. Load your original invoices or receipts into the scanner. See your scanner's User's Guide for
instructions.
2. Press the start or scan button on the scanner.
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If Epson ScanSmart is set as the default application, it automatically opens on your computer and
the scan job begins. The invoices or receipts feed through the scanner. When scanning is complete,
you see a screen like this:
Note: You can also click Manage Invoices/Receipts from the main Epson ScanSmart screen to
open Invoice/Receipt Manager and begin scanning invoices and receipts.
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You see a screen like this:
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Note: If you are using the trial version of Invoice/Receipt Manager, you must click Continue Trial
each time you click Manage Invoices/Receipts.
6. In the Edit window, review the data against the scanned image and make sure it is correct. You can
also choose the following options:
• Select Scan & Add to scan more invoices or receipts.
• Select Delete to delete selected scanned images. Make sure the blue checkboxes are selected
for the invoices or receipts you want to delete.
• Select Combine to combine invoice or receipt data. Make sure the blue checkboxes are selected
for the invoices or receipts you want to combine.
Note: You cannot separate invoices or receipts once they are combined. You must delete and re-
scan them if you need to separate them.
• Select Duplicate to duplicate invoices or receipts. You can only duplicate one invoice or receipt at
a time. Make sure the invoice or receipt you want to duplicate is selected.
• Select Repeat OCR and select a language if the data fields were not populated.
7. When you are finished reviewing the data for the first invoice or receipt, click Mark Reviewed.
The next invoice or receipt appears and you can review the data. Repeat for each invoice or receipt.
Note: Make sure the blue checkboxes are selected for the invoices or receipts you want to export or
save.
8. When you have finished reviewing data for all invoices or receipts, click Export and Save.
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You see a screen like this:
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Note: Make sure you have a current QuickBooks account and your login information is available.
1. Make sure your invoices or receipts are scanned and reviewed. See the link below.
2. In the Export and Save window, click QuickBooks Online.
You see a screen like this:
Note: If you want to import data such as vendors, categories, or payment methods from QuickBooks
Online into Invoice/Receipt Manager, select the checkbox.
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Note: Make sure the QuickBooks Desktop software is installed and opened on your computer.
1. Make sure your invoices or receipts are scanned and reviewed. See the link below.
2. In the Export and Save window, click QuickBooks Desktop.
You see a screen like this:
3. Click Browse and select the QBW company file that you want to export the data to.
4. Select the expense transaction you want to export the data to and click OK.
Note: If you want to import data such as vendors or payment methods from QuickBooks Desktop
into Invoice/Receipt Manager, select the checkbox.
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Saving or Exporting Receipts to Quicken
You can save receipt data as a QIF file or export it for use in Quicken.
1. Make sure your receipts are scanned and reviewed. See the link below.
2. In the Export and Save window, click Quicken File.
You see a screen like this:
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Saving Receipt Data as a TurboTax File
You can save receipt data as a TurboTax file.
1. Make sure your receipts are scanned and reviewed. See the link below.
Note: The tax category needs to be selected for each receipt to be recognized by TurboTax.
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You see a screen like this:
3. Review the file naming fields, select the file type (JPEG or PDF), select the destination folder, and
click Save.
Parent topic: Scanning Invoices and Receipts and Using Invoice/Receipt Manager
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Selecting Invoice/Receipt Manager Settings
After starting Invoice/Receipt Manager, you can export or import the database and change various
settings.
Exporting or Importing the Invoice/Receipt Database
Changing Column Settings
Changing Currency and Language Settings
Importing Categories from QuickBooks or Quicken
Note: Make sure each computer has the same version of Epson ScanSmart installed.
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2. Select the Invoice/Receipt Database Backup tab.
You see a screen like this:
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You see a screen like this:
2. Choose which columns to display by selecting or deselecting each checkbox. Click the arrow icons
to move the items up or down in the display order you want.
3. Click Close.
Parent topic: Selecting Invoice/Receipt Manager Settings
Related tasks
Scanning Invoices and Receipts and Using Invoice/Receipt Manager
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You see a screen like this:
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You see a screen like this:
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You see a screen like this:
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You see a screen like this:
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Solving Epson ScanSmart Problems
Check the solutions in these sections if you have problems scanning using Epson ScanSmart.
Scanner Button Does Not Start Scanning
Cannot Send Scans to a Cloud Service
Scanning Speed is Slow
Solving Scanned Image Quality Problems
Solving Invoice/Receipt Manager Problems
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Parent topic: Solving Epson ScanSmart Problems
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• On the Advanced Settings tab, select Remove Background and choose a setting.
Note: The Text Enhancement and Remove Background settings depend on the selected Image
Type.
Note: The Text Enhancement setting depends on the selected Image Type.
• If the Image Type is set to Black & White, adjust the Threshold setting on the Advanced Settings
tab. (The Image Option must be set to None.)
Parent topic: Solving Scanned Image Quality Problems
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• When using Invoice/Receipt Manager, select Settings > Currency and Language and make sure the
correct OCR language is selected.
• Select Settings > Scanner Settings > Scan Settings, adjust the following settings, and try scanning
again:
• On the Main Settings tab, make sure you select the correct Image Type for your original.
• On the Main Settings tab, set the Resolution between 200 and 600 dpi.
• On the Advanced Settings tab, select Text Enhancement and choose a setting.
Note: The Text Enhancement setting depends on the selected Image Type.
• If the Image Type is set to Black & White, adjust the Threshold setting on the Advanced Settings
tab. (The Image Option must be set to None.)
Parent topic: Solving Scanned Image Quality Problems
Note: Not all lines or dirt can be detected. Dirt may not be detected depending on its position, shape,
and concentration. Select a higher or lower Detect Glass Dirt setting as necessary.
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• Keep the scanner cover closed when it is not in use to prevent dirt or dust from getting inside.
Parent topic: Solving Scanned Image Quality Problems
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• Do not move your original or your scanner during scanning.
• Your product will not operate properly while tilted at an angle. Place your product on a flat, stable
surface that extends beyond its base in all directions.
• Select Settings > Scanner Settings > Scan Settings, adjust the following settings, and try scanning
again:
• On the Main Settings tab, try increasing the Resolution setting.
• On the Main Settings tab, make sure you select the correct Image Type for your original.
• If the Image Type is set to Black & White, adjust the Threshold setting on the Advanced Settings
tab. (The Image Option must be set to None.)
• If the Image Type is set to Color or Grayscale, select the Unsharp Mask setting on the Advanced
Settings tab. Change the Text Enhancement setting to High.
Parent topic: Solving Scanned Image Quality Problems
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• If the Image Type is set to Color or Grayscale, adjust the Contrast setting on the Advanced
Settings tab.
• If the Image Type is set to Black & White, adjust the Color Enhance setting on the Advanced
Settings tab.
Parent topic: Solving Scanned Image Quality Problems
• Windows (other versions): Click or Start, and select All Programs or Programs. Select
EPSON > Epson Scan 2 > Epson Scan 2 Utility.
• Mac: Open the Applications folder, open the Epson Software folder, and select Epson Scan 2
Utility.
2. Click the Other tab.
3. Click Reset.
Note: If resetting the Epson Scan 2 settings does not solve your problem, uninstall Epson Scan 2 and re-
install it.
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Cannot Access an Accounting Service
If you cannot access an accounting service, try these solutions:
• Make sure the login information you entered for the accounting service is correct.
• Make sure the accounting service is not down for system maintenance. Check the accounting service
website for more information.
• Make sure the desktop accounting service and its company file are opened on your computer.
Parent topic: Solving Invoice/Receipt Manager Problems
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Trademarks
EPSON® is a registered trademark and EPSON Exceed Your Vision is a registered logomark of Seiko
Epson Corporation.
Windows is a registered trademark of Microsoft Corporation in the United States and/or other countries.
Mac is a trademark of Apple Inc., registered in the U.S. and other countries.
General Notice: Other product names used herein are for identification purposes only and may be
trademarks of their respective owners. Epson disclaims any and all rights in those marks.
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Copyright Attribution
© 2019 Epson America, Inc.
10/19
CPD-55726R3
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